Anndy, there is a borderline price sensitive nugget in there. I think all calculators have been set at 1,200tpa HREE... now AL is saying capacity is 2-3x that. My previous calculations (based of 1,200tpa, details earlier in this thread) was $100-150m annual profit. If the plant is 2-3x that then it's becoming pretty significant.
Ann: Lynas Awarded US$120M Contract to Build HRE Facility, page-110
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